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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$46.25
Change-$0.50 (-1.07%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CBARX vs RLBAX Comparison Chart
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CBARX vs. RLBAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. CBARX (1.41B). CBARX pays higher dividends than RLBAX: CBARX (2.44) vs RLBAX (1.59). CBARX was incepted earlier than RLBAX: CBARX (6 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 11.39 vs. RLBAX (8.36). CBARX return over 5 years is better than : 35.93 vs. RLBAX (26.04).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.559 | 2.764 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 2.44 | 1.59 | 154% |
| Returns for 1 year | 11.39 | 8.36 | 136% |
| Returns for 3 years | 23.64 | 15.63 | 151% |
| Returns for 5 years | 35.93 | 26.04 | 138% |
| Returns for 10 years | N/A | 46.53 | - |